Shira Ridge Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $858K | Buy |
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|
2025
Q2 | $793K | Hold |
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|
2025
Q1 | $718K | Sell |
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|
2024
Q4 | $763K | Sell |
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|
2024
Q3 | $751K | Hold |
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|
2024
Q2 | $712K | Sell |
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|
2024
Q1 | $764K | Buy |
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|
2023
Q4 | $636K | Buy |
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|
2023
Q3 | $544K | Hold |
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|
2023
Q2 | $564K | Hold |
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|
2023
Q1 | $521K | Buy |
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|
2022
Q4 | $450K | Buy |
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